Harbor Asset Planning, Inc. Ishares Russell 1000 Val ETF Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 3,754 shares of IWD stock, worth $768,781. This represents 0.68% of its overall portfolio holdings.
Number of Shares
3,754
Previous 3,742
0.32%
Holding current value
$768,781
Previous $727 Million
5.21%
% of portfolio
0.68%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding IWD
# of Institutions
1,996Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio